Venture Visionary Partners
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Venture Visionary Partners’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Venture Visionary Partners’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.53M Buy
133,976
+6,454
+5% +$324K 0.17% 135
2026
Q2 		$6.54M Buy
127,522
+105,037
+467% +$5.38M 0.18% 130
2026
Q1 		$1.15M Sell
22,485
-458
-2% -$23.7K 0.04% 300
2025
Q4 		$1.19M Buy
22,943
+25
+0.1% +$1.3K 0.04% 293
2025
Q3 		$1.2M Buy
22,918
+846
+4% +$43.6K 0.04% 277
2025
Q2 		$1.14M Buy
22,072
+114
+0.5% +$5.76K 0.04% 268
2025
Q1 		$1.12M Sell
21,958
-1,558
-7% -$78.9K 0.05% 266
2024
Q4 		$1.18M Sell
23,516
-817
-3% -$41.8K 0.05% 252
2024
Q3 		$1.28M Buy
24,333
+15
+0.1% +$774 0.06% 247
2024
Q2 		$1.22M Buy
24,318
+717
+3% +$35.9K 0.06% 253
2024
Q1 		$1.2M Buy
23,601
+110
+0.5% +$5.57K 0.06% 254
2023
Q4 		$1.2M Sell
23,491
-2,052
-8% -$100K 0.06% 233
2023
Q3 		$1.23M Sell
25,543
-27
-0.1% -$1.33K 0.07% 220
2023
Q2 		$1.28M Buy
25,570
+1,854
+8% +$93.1K 0.08% 208
2023
Q1 		$1.2M Buy
23,716
+7,415
+45% +$372K 0.08% 209
2022
Q4 		$801K Sell
16,301
-6,750
-29% -$329K 0.06% 248
2022
Q3 		$1.11M Sell
23,051
-3,574
-13% -$182K 0.09% 183
2022
Q2 		$1.36M Sell
26,625
-2,652
-9% -$138K 0.1% 163
2022
Q1 		$1.61M Sell
29,277
-14,859
-34% -$844K 0.11% 160
2021
Q4 		$2.64M Sell
44,136
-1,368
-3% -$82.1K 0.17% 116
2021
Q3 		$2.73M Sell
45,504
-1,436
-3% -$87.5K 0.19% 110
2021
Q2 		$2.84M Sell
46,940
-18,995
-29% -$1.13M 0.23% 97
2021
Q1 		$3.89M Buy
65,935
+16,157
+32% +$973K 0.32% 73
2020
Q4 		$3.08M Buy
49,778
+36,483
+274% +$2.23M 0.34% 65
2020
Q3 		$808K Buy
13,295
+4,499
+51% +$276K 0.2% 77
2020
Q2 		$531K Sell
8,796
-4,788
-35% -$280K 0.15% 88
2020
Q1 		$760K Sell
13,584
-9,134
-40% -$530K 0.29% 56
2019
Q4 		$1.32M Buy
+22,718
New +$1.32M 0.4% 43

Other funds holding USIG

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Venture Visionary Partners's USIG Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 5.1% in Q3 2026, buying an estimated $324K and bringing the position to 133,976 shares worth $6.53M. The position accounts for 0.17% of the portfolio, ranked #135.

Venture Visionary Partners first reported a position in USIG in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.54M in Q2 2026. 38 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

  • Venture Visionary Partners held 133,976 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $6.53M as of Q3 2026.
  • Venture Visionary Partners bought 6,454 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $324K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.17% of Venture Visionary Partners's portfolio in Q3 2026, its #135 holding.
  • Venture Visionary Partners first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $6.54M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.